Compass – How to Search for Customers (Residential & Commercial)

Compass – How to Search for Customers (Residential & Commercial)

Compass – How to Search for Customers (Residential & Commercial)


Overview
Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you will learn what kind of information is searchable within the system.

 


Search Basics
The search bar is located at the top of any page within Compass. While searching for items, you will see that information is recalled by the system automatically. You will have the ability to search on many different types of criteria, however please not the system does not account for misspellings or incorrectly entered information. The system does, however, account for partial information. In the steps below, you will see examples of information that is searchable within the system.

Searching Residential & Commercial Customers
There are numerous points of information form a customer that you can use to search. Because of how Compass searches within any fields that can be indexed by the system, it will pull information from numerous locations within the system. Please see the table below for searchable items, and what pages they are associated with in Compass.

Customer

Appointments

Estimates

Estimate Line Items

Payments

Tasks (ToDos)

·   First name

·   Appointment ID

·   Quote #

·   Line-item notes

·   Receipt #

·   Title

·   Last name

·   Notes

·   Title

·   Price

·   Amount

·   Detail

·   Company name

·   Title

·   Tech notes

·   Customer name

·   Memo

·   Type

·   Email

·   Service address

·   Customer notes


·   Customer name

·   Outcome

·   Service address

·   Type

·   Office notes

 

 

·   Customer name

·   Invoice address

·   Start date

·   Price

 

 

 

·   Comments

·   End date

·   Customer name

 

 

 

·   Phones

·   Customer name


 

 

 

 





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